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Fidelity Blue Chip Value ETF

36 hedge funds and large institutions have $28M invested in Fidelity Blue Chip Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

13% more funds holding

Funds holding: 3236 (+4)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.37% less ownership

Funds ownership: 22.3%21.93% (-0.37%)

2% less capital invested

Capital invested by funds: $28.5M → $28M (-$508K)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14M +$58.5K +1,851 +0.4%
P
2
&Partners
Tennessee
$3.05M
GS
3
GTS Securities
New York
$1.09M +$324K +10,240 +44%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$988K -$352K -11,127 -27%
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$908K
Morgan Stanley
6
Morgan Stanley
New York
$851K +$481K +15,209 +141%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$680K +$212K +6,705 +48%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$667K -$7.68K -243 -1%
KPWS
9
Kestra Private Wealth Services
Texas
$620K -$971K -30,736 -62%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$538K -$710K -22,456 -58%
Truist Financial
11
Truist Financial
North Carolina
$506K -$15.9K -503 -3%
CFB
12
Cullen/Frost Bankers
Texas
$413K +$1.9K +60 +0.5%
HighTower Advisors
13
HighTower Advisors
Illinois
$385K
SWGC
14
Summit Wealth Group (Colorado)
Colorado
$339K +$327K +10,351 New
Citadel Advisors
15
Citadel Advisors
Florida
$331K +$319K +10,095 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$294K +$284K +8,987 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$280K -$21.3K -673 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$274K -$338K -10,685 -56%
PAG
19
Private Advisor Group
New Jersey
$263K -$44.9K -1,421 -15%
BCI
20
Brinker Capital Investments
Pennsylvania
$227K -$85.3K -2,698 -28%
FFA
21
Florida Financial Advisors
Florida
$227K -$78.3K -2,478 -26%
MAM
22
MWA Asset Management
Massachusetts
$208K +$1.26K +40 +0.6%
SS
23
Sunbelt Securities
Texas
$173K -$6.83K -216 -4%
CA
24
CoreCap Advisors
Michigan
$167K +$9.77K +309 +6%
RF
25
Roxbury Financial
New Jersey
$135K +$13.9K +439 +12%

FBCV Hedge Fund Activity: Q2 2025 in Review

36 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Blue Chip Value ETF (FBCV) for Q2 2025, worth a combined $28M — down 1.8% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBCV positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $481K. The largest seller was Kestra Private Wealth Services, cutting an estimated $971K.

  • 36 institutional investors held Fidelity Blue Chip Value ETF (FBCV) as of Q2 2025, up from 32 in Q1 2025.
  • Funds reported $28M of Fidelity Blue Chip Value ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 9 funds opened new Fidelity Blue Chip Value ETF positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest Fidelity Blue Chip Value ETF buyer in Q2 2025 was Morgan Stanley, an estimated $481K added.
  • The largest Fidelity Blue Chip Value ETF seller in Q2 2025 was Kestra Private Wealth Services, an estimated $971K sold.

Based on aggregated 13F filings for Q2 2025.